Looking for the best agency tools to increase productivity and grow your business?
Working at an agency requires a multi-faceted approach with an equal focus on your team and client success. Regardless of the size and niche of your agency, efficient agency tools can significantly boost your team’s productivity and help you stay on top of your client workloads.
In this post, we will go through a list of 30 best agency tools and discuss why your agency needs them to grow faster.
What are the best agency tools?
An agency can be comprised of various departments such as marketing, sales, finance, project management, etc. The agency tools that you should use for each department can be tailored to specific use cases. Therefore, we will rank the best agency tools by specific categories.
Project Management Agency Tools
Whatever the size of your agency, agencies need efficient project management strategies to manage projects successfully. It can be challenging to keep track of who is working on what and when things need to be completed when it comes to meeting project deadlines. Because agency work is so deadline-driven, it’s critical to manage your projects, tasks, and time with tools that help you stay organized and be a good manager.
1. Nifty (Best agency tool for project management)
Nifty is an all-in-one project and task management tool for your agency that comes with everything you need to run a successful business. It is a complete collaboration hub from which you can manage your teams, projects, tasks, and clients — all in one place.
It provides a powerful set of collaboration features to plan, prioritize, and track projects and team work. With chats, tasks, goals, docs, and one-click video meetings for your team and clients, Nifty lets your agency focus on projects, not tools.
How does Nifty benefit agencies?
As a solution started from an agency’s personal pain points, Nifty was built to solve the workflow fragmentations that arise from using multiple tools. Here are just a few ways Nifty helps agencies turn their projects into success.
Run profitable projects
More than any other type of industry, agency projects simply must be profitable from get-go. Nifty’s end-to-end project management saves time and energy normally wasted in searching through different tools or diving through email chains. And with many options to choose from in regards to Time and Budget Tracking, Nifty lays the groundwork for profitable projects.
Nifty Milestones serve as actionable roadmaps for both agency members and project stakeholders to reference for ongoing project status. These Milestones will update automatically as Tasks within them are completed, meaning your status reporting is up to date at all times, and not just for the client meeting. This roadmap can even be shared to those outside of the project for proactive reporting.
Communications and approvals amongst project members and stakeholders take place in Project Discussions, where members of your agency can sidebar one another in Direct Messages. As a single platform that merges communication with action, ideas or scope adjustments can quickly be converted from conversations to tasks without needing to transport requests or documents across systems.
Other features are listed as follows:
- Direct Messaging
- Custom Fields
- Time Tracking
- Timeline View
- Custom Labels
- Task View
- Real-Time Collaboration
- Message Threads
- Free: Nifty has a free forever plan that includes unlimited users, tasks, and visitors.
- Starter: The starter plan costs $39/month and includes up t0 10 users, 40 projects, custom fields and time tracking.
- Pro: The Pro plan starts at $79/month with up to 20 users, unlimited projects, workflow automations and cross-project overviews.
- Business: At $124/month, business offers 50 users, premium features, data storage, and Microsoft SSO for a complete package.
👉 Does Nifty offer a trial? Yes, Nifty offers a 14-day free trial. Get started now 🎉
Monday.com is a user-friendly project management software that combines a visually appealing UI with essential project visualization tools. There are project templates from which you can create your own boards. There are several display possibilities, including a map view and a calendar view.
There are also some disadvantages according to the users’ review. For instance, the lack of recurring activities frustrates most users, and navigating the mobile app is difficult.
There is no free plan at Monday.com. Paid plans begin at $39/month for five users.
ClickUp is a cloud-based project management app. It is distinguished by its extensive feature set, which includes docs, goals, and an inbox. ClickUp’s modularity is one of its strongest features. It has Click Apps, which are add-ons that allow for a lot of customization.
The free plan includes 100 MB of storage as well as an unlimited number of projects and members. Paid plan costs from $5/user/month to $19/user/month and offers unlimited storage, integrations, and other features.
If you still need more information to make the right decision about a proper project management tool for your agency, take a look at Monday vs ClickUp.
Our last project management tool recommendation is Trello. Trello is a project management solution with built-in collaborative features for working with groups. It creates tasks and keeps track of them using boards, lists, and cards. Within the cards, users can collaborate, share files, and post comments. There is a lack of reporting and time-tracking functionality, however, which makes it suitable only for individuals or small teams who manage a small number of tasks at once.
The most basic plan is completely free to use. Paid plans, on the other hand, include automation, integrations, priority support, etc. starting from $5/user/month to $17.50/user/month.
Accounting and Invoicing Tools
Keeping track of invoices, expenses, and other details can be time-consuming and even uncomfortable. Accounting and invoicing software automates a variety of company operations, allowing you to concentrate on growing your organization. The finest accounting software platforms are cloud-based, allow for payment processing, and interface with other agency tools such as customer relationship management software. Here are some of the best accounting software for your agency.
ProofHub is an all-in-one project management and team collaboration software that facilitates efficient ways to manage projects, teams, files, and more under one roof.
It brings clarity in project planning with its visual project timelines and robust Gantt charts. The Kanban boards and custom workflows provide you with a bird’s eye view of your team’s work across different stages.
ProofHub’s multiple project views allow different teams and agencies to work in a way that is best suited to their work processes.
Being an efficient team collaboration tool, it keeps teams connected regardless of where they are working from. You can communicate in real-time through the in-built chat application or brainstorm ideas using the discussions boards. The online Proofing tool simplifies the review and approval process of teams. It also has time tracking and powerful reporting capabilities to help teams keep track of their time and productivity.
ProofHub has a flat fee policy (no-per user price) and the pricing plans start at $45/month (billed annually).
Xero is an online accounting tool for small and developing businesses. It doesn’t require any accounting knowledge, and it is simple to set up and operate. It is cloud-based, and there are apps for Android and iPhone. Xero is ideal for small business accounting because of its two-step verification, which keeps your data safe, and its many plans, which cater to various business demands.
Xero offers three plans to its users. Early plan at $12/month, Growing plan at $34/month, Established plan at $65/month. You can choose from these plans based on your needs.
Editorial Note: Check this blog for in-depth Xero Tutorials.
Website Building and Analytics Tools
As we are living in a digital era, it is important that you build a website for your agency. If your business is online, building a website is one of the very initial steps you should take. Here are the best website building and analytics tools that we recommend you to use:
GoDaddy is best known for bespoke domain names and web hosting, but it also offers website builder software. Despite the fact that GoDaddy is most known for selling domains, the pricing rates do not include a domain; you must purchase one separately.
Considering the pricing, the rates differ from $10/month to $25/month depending on the plan that you choose.
Systeme.io makes it easy to grow your online business. From building your website to building an online empire, systeme.io makes it all possible. It helps automate your marketing, create online courses, manage your affiliates, build websites, send marketing emails, and create sales funnels.
With Systeme.io, you do not need other tools to grow your online business, as it includes your company’s essentials. The pricing is fair and affordable. There is even a free option, and the other packages cost started from 27$ per month to 97$, which is unlimited service.
In the fight for website builder supremacy, Wix is unquestionably the front-runner. It is the most popular platform, with over 110 million websites created. Wix covers the whole ease-of-use spectrum, from AI-powered automatic website creation.
Wix offers a basic free website builder plan that allows users to construct a free website. You can upgrade to a premium, ad-free site if you like what you see with the free website builder. The pricing range is between $14/month to $49/month.
Shopify provides a simple and user-friendly approach to getting an e-commerce digital shop, and it assists business owners with their e-commerce tools along the process. Shopify’s platform, like most other commerce-oriented builders, is centered on your product and sales information. For most agency owners who are active in e-commerce, Shopify is a good place to start.
You can set up your agency’s website on Shopify yourself or hire a Shopify developer to make a tailored eCommerce store. The Shopify pricing starts from $29/month to $299/month.
11. Google Analytics
Google Analytics allows you to track your Flash, video, and social networking sites and applications, as well as to measure your advertising ROI. Google Analytics is a web analytics service that offers basic analytical tools and statistics for search engine optimization (SEO) and marketing. Anyone with a Google account can use the service, which is part of the Google Marketing Platform and is free.
SEO Analysis Tools
SEO refers to the process of optimizing your website in order to boost its exposure when consumers use search engines to look for items or services linked to your business. The higher your pages’ exposure in search results, the more likely you are to attract attention and attract new and existing clients to your company. Here are the SEO Analysis Tools you can use to optimize your website according to SEO standards.
Ahrefs is a Big Data-powered SEO and marketing toolkit. Backlink analysis, competitor analysis, keyword research, and other topics are covered. This product has a lot of power, which means you’ll get a lot of fantastic outcomes.
The pricing of Ahrefs starts from $99/month for one user to $999/month for five users. Adding users to each plan costs an additional $30/month. If you want to start economically, you can get the Lite plan at $99/month and ask your content team to use it in turns and not together.
Moz creates SEO, inbound marketing, link building, and content marketing tools that are simple to use. Moz Pro is a comprehensive SEO toolkit that combines keyword research, link building, site audits, and page optimization insights into one simple platform. You can use Moz for free.
Meeting Scheduling Tools
Setting meetings with your agency members or your clients may be a challenge if you use email accounts. Your inbox may get disorganized and you find it difficult to find the information you want within seconds especially if your agency is large. Therefore, using a meeting scheduling tool can be very helpful.
Calendly is a meeting scheduling tool for professionally and efficiently organizing meetings, freeing you from the burden of back-and-forth emails so you can get back to business. Calendly integrates with your calendar to check availability and connect you with your most valuable contacts, prospects, and clients.
In addition to a free plan, Calendly offers plans for small to large agencies starting from $8/seat/month to $16/seat/month.
Email Marketing and CRM
As your agency grows, it is critical to remember and control who you have spoken with and what was discussed, etc. which can be difficult to do personally as there may be hundreds to thousands of clients with different data. Here, CRM and email marketing software come to your rescue. You will need to invest in email marketing for your sales which requires you to be quick at sending well-designed messages. Basically, a customer relationship management system (CRM) can help you a great deal.
Salesflare is designed to be a user-friendly CRM tool. Centralize customer data, create a clear perspective of your sales funnel, know what to do and when to do it, seamlessly connect with your team, keep track of all the customer data you can imagine, etc.
The Growth plan at Salesflare costs $29/user/month, the Pro plan costs $49/user/month, and the Enterprise plan costs $99/user/month.
EasySendy is an all-in-one email marketing solution that allows you to carry all your various marketing channels together and accelerate traffic, a higher conversion rate, and better ROI for online geeks, marketers, small businesses, and startups. In addition, you can easily design email templates for your campaigns.
- It will permit you to send personalized content and messages to fascinate audience behaviors.
- You can easily see your subscribers’ activities using Easysendy pro features and tools. It will help you drive promotional email marketing campaigns, which will boost your customer’s conversation.
- It enables your subscribers by using web popup forms. Make your message more user-friendly by alerting them, which will help to engage your audience more frequently.
Using MailChimp, you can bring your audience data, marketing channels, and analytics together in a single platform to help you achieve your goals faster.
In addition to the free plan at MailChimp, you can use the Essentials plan at $11/month, the Standard plan at $17/month, and the Premium plan at $299/month regarding your needs.
EmailOctopus is an easy-to-use and low-cost email marketing solution that includes all of the essential tools for building a following and sending compelling campaigns. With customizable sign-up forms and landing pages, you can convert website visitors into subscribers. While the drag-and-drop email editor and template library make it simple to generate attractive emails.
The Starter plan is free to use and the Pro plan costs $24/month.
For your outbound communications, Mailshake provides sophisticated analytics, automation, and upgrades. Mailshake is an excellent tool for anyone who wants to send effective emails because it has email tracking, one-click templates, and scheduled sending.
Email Outreach plan costs $44/user/month and Sales Engagement plan at $75/user/month.
Without actually sending an email, QuickEmailVerification checks email addresses. It checks for a variety of email validations, ranging from RFC syntax checks to deep-level SMTP testing of user inbox existence checks. QuickEmailVerification helps to eliminate incorrect and unsafe-to-send addresses, resulting in dramatically improved email deliverability and a near-zero rate of hard bounces.
The pricing system at QuickEmailVerification works either monthly or pay as you go. Therefore, it is better if you check their website to know about the amount you should pay for using this tool.
You may think that sales should be done by experts and cannot be automated. You may be right but there are tools that can facilitate your sales processes and unload the burden of too many responsibilities from your sales team.
21. Better Proposals
Better Proposals is a powerful proposal writing program that is easy to use. Within minutes, you can build high-converting, visually stunning proposals using this application.
The Starter plan costs $19/user/month, the Premium plan costs $29/user/month, and the Enterprise plan costs $49/user/month.
Visual Content Tools
The content that you provide on your website plays an important role in converting your generated leads. Here are the tools that you can use to create visual content for your website or email marketing strategy.
Canva offers a drag-and-drop approach and gives you access to over a million pictures, graphics, and fonts. Non-designers, as well as pros, can use it. Furthermore, the tools can be used to design and create visuals for both web and print media.
You can use Canva for free with limited features or use the Pro plan at $109.99/year for up to 5 users.
In addition to the free plan, the Pro plan offers you more features at $14/member/month.
Xtensio makes it simple to produce engaging content and presentations that can be shared in real-time. When running an agency, presentations are essential since they help to communicate messages more effectively. It will enable you and your team to create marketing content such as pitches, proposals, landing sites, business development, reports, etc.
In addition to the free plan, the paid plans range from $8/month to $150/month.
Snappa makes creating any form of web image exceedingly simple. You may make and share images for social media, blogs, advertisements, ebook covers, and infographics.
The Starter plan is free to use, while the Pro plan costs $10/month, and the team plan costs $20/month.
Without writing a single line of code, Ceros allows you to create spectacular interactive content that delights your audience. Create outstanding web experiences for both your agency and your clients with this tool’s unlimited possibilities.
To know about the pricing, contact Ceros.
Venngage is a web-based graphic design tool that helps agencies interact visually with their customers. Thousands of design templates, including infographics, presentations, banners, brochures, reports, and more, are available in their library. The Brand Kit is one of their standout features, allowing you to quickly and easily add your logos, brand color palettes, and fonts to any design.
Used either for free or paid, Venngage costs from $16/user/month to $499/month for the paid plans.
Social Media Automation Agency Tools
When your agency is up and running, you can think of using social media for attracting more prospects to your agency. The success of social media marketing strategy lies in constant postings and maintaining a relationship with your target audience to build brand awareness. As creating useful and interesting content for social media may take time, it is better to not waste time on other tasks such as posting the content at a specific time during the day. Here are the social media automation tools that you can use.
SocialBee is a social media management tool that allows you to easily schedule your posts in a calendar-like view and customize them for each social media platform (Facebook, Twitter, LinkedIn, Instagram, Pinterest, Google My Business, and TikTok).
With SocialBee, you can also design beautiful designs for your social media accounts by using the Canva integration inside the post editor.
When it comes to efficient content management tools, SocialBee is the best one if you are looking to step up your social media game. Handle all your social media management needs from one place with ease—at an affordable price.
The pricing starts at $19 per month (a 14-day trial included). All of the plans can be paid monthly or yearly for extra savings. This gives you unlimited scheduling & editing options, with the main benefit of saving at least 8 hours per week. SocialBee also has a 30-day money-back guarantee.
All of your social postings can be scheduled, planned, and tracked in all social media channels by using Sproutsocial. The reporting feature is visually appealing, simple to use, and quite useful for determining which of your postings performs best. There are also some excellent curation tools available to assist you in finding relevant information to repost.
The plans cost from $89/user/month to $249/user/month.
Read also: Top SproutSocial alternatives
If you are searching for a free tool to get started with, Buffer is the way to go. This tool makes it simple to schedule and plan social media content. Keep in mind that you have to pay for Buffer if you want to report features. The free version is rather limited, however, there are some reasonably priced paid subscriptions available from $5/channel/month to $100/channel/month.
With one of the easiest and most economical social media management tools for agencies, Agorapulse lets you harness your social media content and interaction. Across all of your social media networks, you can schedule, publish, collaborate, etc.
There are no free plans at Agorapulse but you can use the three paid plans of Pro, Premium, and Enterprise after a free trial.
Hootsuite has long been a fan favorite since it allows you to have numerous feeds displayed on your dashboard at the same time. Their scheduling feature is fantastic, and the interface is very user-friendly. Hootsuite is suitable for individuals who need to manage multiple accounts simultaneously on a budget, but it depends on your budget, needs, and personal preferences.
The paid plans are $39/month, $109/month, and $669/month, each with a 30-day free trial.
Other Important Tools
If you want to take your internal communication to the next level, it’s not enough to rely on email or WhatsApp. You need a dedicated team chat app where you can easily sync up your team and remain in control of all the communication within your agency, Pumble is your go-to app.
Pumble is an intuitive and free team chat app in which you can easily communicate and collaborate with your team in real-time. It allows you to send direct messages, start group conversations, and organize your communication in public and private channels. The app’s free version boasts tons of useful features, such as unlimited message history, file sharing, threaded conversations, emoji reactions, and much more.
Pumble is dedicated to keeping its core functionalities free forever. However, for more useful features, you can upgrade to the PRO plan at a mere $1.99/user/month, or contact their sales team to host the app on a private server.
HeySpace is a two-in-one tool for project management and communication, which gives you everything you need to collaborate on projects, regardless of the size of your team. Within each workspace, you can create an unlimited number of spaces and each space has its board to plan the team’s workflow, assign tasks, set due dates, and monitor the progress in real-time. Apart from the task management feature, it also gives you an integrated chat platform.
HeySpace offers a free and premium plan. The free version is up to 5 users, offers 10GB file storage (5MB per file) and unlimited chats and history. The premium plan is available for $5 per user in workspace per month (paid monthly) or $45 per user in workspace paid annually.
HeySpace gives you an opportunity to check all premium features thanks to a 14-days trial.
35. DashClicks’ Project Management Software
“Projects,” a project management software by DashClicks, is crafted for agencies so that they can efficiently manage their teams, projects, and more. It doubles up as a fantastic marketing tool that helps in providing business solutions to an agency’s clients.
You can manage unlimited projects within the Projects app, a significant feature that makes it one of the best solutions for client project management.
- Automate the creation of a new project.
- Automate the creation and sending of onboarding documents to your clients.
- Marketing agency owners can easily manage multiple projects for each one of their clients within a single application.
- Manage and track analytics for each client that has a sub-account attached to your main account. You can integrate, access, and utilize these analytics effectively for Google Analytics.
- Use the app to store and share files and create customized notebooks.
You can create a forever free account that includes unlimited projects. Paid plans start from $97 USD per month. This is called the Pro plan. Other plans are priced at $297 and $597 per month, called Plus and Premium respectively. The “Plus” plan is the most popular one among all the plans.
36. Tailor Brands
If you want to grow your business and you need an automated partner to help get you on the right track, Tailor Brands is whom you are looking for.
Branding is a large part of growing a business and that is what this company does best.
Utilize their logo maker tool to quickly design a professional and attractive symbol for your agency. Check out their website builder to create a fresh homepage for your business. They work with everything from brand design to back-office solutions so you can take your agency from good to great.
BrandCrowd is a creative branding platform for self-assisted designs. This means you can create your own images using pre-made templates. Customize your own logos, business cards, email signatures, invoices, invitations, menus, flyers, and more. Choose one from several varied colors, icons, font, size, and layout options. Add further decorations and embellishments.
BrandCrowd offers cheap pricing either monthly or annually with the cheapest starting at 9 dollars a month. Take your business to the next level by improving its images, wordings, font styles, branding, and marketing.
With VistaCreate themes, you can find a wide range of social media themes and designs that can help you promote your agency’s social media accounts on Facebook, LinkedIn, Instagram, etc. A collection of ready-to-use design formats that are perfectly suited for social media platforms of all kinds. Furthermore, they offer cross-platform design editing functionality (you can create the design on the app and continue to edit it on the desktop, or vice versa).
There is a free plan with 75K+ design templates and a pro plan at $10/month with 70M+ photos, videos, and vectors.
SpinupWP is a modern cloud-based server control panel. It spins up your own extremely fast WordPress server, and it does so in just minutes.
No software installation necessary. Just give SpinupWP access and you can manage your server remotely. It’s like a remote control for your server.
Here’s a rundown of what this awesome server control panel offers:
- The ability to work with almost any cloud-hosting provider., such as DigitalOcean, Linode, Vultr, Amazon Web Services, and more.
- Extensive caching options, such as full-page solutions to align with Nginx performance requirements, and Redis.
- A bunch of thoughtful security options, such as site sandboxing, error logging by default, and a wealth of hardening provisions to help keep you safe (on top of what your host will already provide).
- Developer-focused features, such as a ‘push-to-deploy’ feature for Git-based development. This lets you work on your site through a Git repository, then use it to trigger an update to your live site.
Freshbooks is a cloud-based accounting and billing software which means you can access your data on iPhone, Android, and iPad. This accounting and the invoicing tool is best for small businesses growth because it is simple to use for business owners with little or no accounting knowledge, has a lot of features and functions, has a reasonable price, and can be used anywhere and at any time as it is cloud-based.
There are four plans available at Freshbooks with different pricing. The Lite plan costs $4.50/month for a freelancer with five billable clients. The Plus plan is suitable for small enterprises with 50 billable clients and costs $7.50/month. The Premium plan costs $15/month for large enterprises. You can also contact Freshbooks for a customized plan that suits your agency.
Colorcinch is a simple and user-friendly design tool that lets anyone craft professional-looking graphics in a breeze. You can add filters & effects to your images, play around with icons & overlays, and fine-tune photo details to suit your creative needs. If you need to crop, resize, change backgrounds of your images, create profile pictures – you can do it with just a few clicks.
Colorcinch is free and you can always upgrade to its premium plan and unlock all its amazing features at $4.99/month (billed annually at $59.88).
Pitch is a project presentation collaboration software that allows hybrid, dispersed, and remote teams to create stunning presentation decks together in just minutes. Pitch gives you everything you need to create compelling, persuasive presentations from the ground up, including visually rich and intuitively designed templates, and allows for live asynchronous integration with programs like notion for much better planning and team execution.
Pricing starts at 0 EUR/month for the starter plan and moves up to 8 EUR/month for the pro. Pitch also offers custom pricing for Enterprise-level clients.
Paperform may have started as a form builder, but it’s developed into more than that. With a digital suite of tools, you can create forms, surveys, quizzes, websites, payment pages, schedule bookings, automate the onboarding process, and more, all from an intuitive doc-style editor.
The beauty of Paperform from an agency standpoint is it comes with a ton of automation power. Let’s say you’ve made a new customer registration form. You could connect it with Hubspot to automatically update customer profiles with each submission, and integrate with Slack to notify the appropriate team member each time someone completes your form.
- Turn insights into actions with their custom built-in data analytics. Utilize its powerful data management and automated workflows to improve performance.
- With over 26 question fields, an in-app editor, and a free-text interface you can create solutions tailored to your unique brand.
- With over 3,000 integrations, Paperform can connect you to thousands of popular apps and services, bringing all your work under one roof.
- With Paperform payments, you can quickly sell your products, services, and subscriptions to customers worldwide.
Conclusion on best agency tools
To get more work done using less time spent, your agency has to set automations for cumbersome tasks by using productive agency tools. Choose from the best 30 agency tools mentioned above and facilitate the daily tasks of your team to a large extent. Wish you the best of luck!